See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,070 | $81,900-13.2% | $119,609-40.6% | $68,494+3.8% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -15.69% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,024 | $2,693+49.4% | $4,232-4.9% | $2,596+55.0% |
| Participant deferral / active EE | $7,480 | $4,148+80.4% | $5,602+33.5% | $4,027+85.7% |
| Admin fee / account holder | $6,718 | $6,582+2.1% | $10,323-34.9% | $5,403+24.3% |